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John Bell

Advisor at Wells Fargo Clearing

Updated today

Location

Harrisonburg, VA 22801

Credentials

Series 63, Series 66

Industry experience

25 years

About

John Bell is a financial advisor with Wells Fargo Clearing in Harrisonburg, VA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Suntrust Investment Services, Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Client services

Based on Wells Fargo Clearing

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Occupation focus

Based on Wells Fargo Clearing

Retired Founder/Business Owner

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Fee options

Fixed

One-time service fees payable immediately after service; ongoing fees paid quarterly

Percentage

$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually

Commissions

Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions

Other

Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable

Location

2011 Evelyn Byrd Ave

Harrisonburg, VA 22801

Most active in

Texas · Virginia

Work history

Wells Fargo Clearing

2022 - Present (4 years)

SunTrust Advisory Services

2016 - 2022 (6 years)

Suntrust Investment Services, Inc

2011 - 2016 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael I

Series 65

Harrisonburg, VA

BPD Wealth Management LLC

Michael Ilagan is a financial advisor at BPD Wealth Management LLC with 17 years of industry experience. He holds a Series 65 designation and has been a partner and emergency physician with Harrisonburg Emergency Physicians since 2004. Outside of his advisory work, he maintains an active medical practice. BPD Wealth Management provides discretionary portfolio management primarily for individual clients and offers limited financial planning and consulting services. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, charting, and cyclical analysis, managing approximately $4.56 million in discretionary assets as of the end of 2022.

Active portfolio management Doctor or Medical Professional
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John G

Series 66

Harrisonburg, VA

GIRA & GIRA Investment Advisors LLC

John Gira III is a financial advisor at GIRA & GIRA Investment Advisors LLC with 17 years of industry experience. He has been with the firm since 2013 and holds a Series 66 designation. GIRA & GIRA Investment Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm employs a macroeconomic approach combined with fundamental and technical analysis for portfolio construction and manages assets primarily on a discretionary basis.

Active portfolio management Options & derivatives strategies
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Andrew L

CFP®, CFA®, Series 63, Series 66

Harrisonburg, VA

Strategent Financial, LLC

Andrew Lam is a CFP® and CFA® with eight years of industry experience. He has worked at Strategent Financial, LLC since 2022 and previously spent five years at Dimensional Fund Advisors. Prior to his financial career, he held roles at Ferguson Enterprises and the University of Virginia. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and estates. The firm uses strategic asset allocation and modern portfolio theory to build diversified, tax-efficient portfolios, focusing on higher-balance clients and offering services that include retirement plan advice and business consulting.

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
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John G

Series 63, Series 65

Harrisonburg, VA

GIRA & GIRA Investment Advisors LLC

John Gira is a financial advisor with GIRA & GIRA Investment Advisors LLC in Harrisonburg, VA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with GIRA & GIRA since 2013. GIRA & GIRA Investment Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm employs a macroeconomic approach combined with fundamental and technical analysis to guide portfolio construction and offers both discretionary and non-discretionary management.

Active portfolio management Options & derivatives strategies
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Debbie B

Series 65

Harrisonburg, VA

Strategent Financial, LLC

Debbie Byerly is a financial advisor at Strategent Financial, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Capitol Family Office, Inc. and Byerly Wealth Management. Outside of her advisory role, she is a group fitness instructor at Sentara Wellness Center and serves as a committee member for the Town of Bridgewater Industrial Development Authority. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and other entities. The firm employs strategic asset allocation and modern portfolio theory, focusing on low-cost funds, global diversification, and tax efficiency, while offering discretionary portfolio management and financial consulting.

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
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Eric B

Series 65

Bridgewater, VA

J.S. Replogle & Associates LLC

Eric Barkey is a financial advisor with J.S. Replogle & Associates LLC in Bridgewater, VA, holding a Series 65 designation and 15 years of industry experience. He has been with J.S. Replogle & Associates since 2018 and previously operated Barkey Financial, LLC from 2010 to 2018. Outside of financial advisory, he owns Barkey Notary Services, LLC, where he dedicates up to 20 hours per week. J.S. Replogle & Associates advises individual and high-net-worth clients, offering discretionary portfolio management and financial consulting, including guidance on deferred charitable gifts. The firm employs a combination of analytical methods and customizes portfolios to client objectives, with a focus on equities, certificates of deposit, money market funds, REITs, and ETFs.

Charitable giving & philanthropy
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